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Mission Financial Group

BY THE NUMBERS

Partnership Founded

2018

Clients Served

Average

Age

Minimum Investment

750

Families

50-70yrs

$250K

Independent, privately owned... and personal

We have a spirit of partnership and having the freedom to partner with a multitude of major financial companies affords us the ability to seek out strengths in the industry. Our independent business structure allows us to operate in the mutual best interest of the families and businesses we serve. 

Better Everyday

Coming together with a common goal...we want to help others define and achieve the purpose of their wealth. Our culture, sense of collaboration and spirit of helpfulness are matched only by our unrelenting focus on our clients. They set us apart. We are united in our desire to make a meaningful difference in the lives of our clients, our community and each other – beginning with you.

Mission Financial Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Mission Financial Group, LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Financial Group, LLC unless a client service agreement is in place.  

 

Registered Representatives offering securities through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services and Mission Financial Group, both Registered Investment Advisers. First Allied entities are under separate ownership from any other entity.  

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This website contains information about investment advisor representatives of First Allied Securities. These individuals are not employees, contractors, or representatives of Mission Financial Group, LLC. First Allied Securities and Mission Financial Group, LLC are unaffiliated registered investment advisors. Services cannot be rendered without an executed advisory agreement in place.